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Portfolio (Quarterly) Guide ↗

CROBAN

· CIK 0001694663
13F Portfolio $213M AUM 73 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 47 Added 16 Reduced 11 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLMI FRANKLIN TEMPLETON ETF TR 124,263.0 $3.1M 1.45% +20K +19.4% $24.79 +0.9%
22 MUB ISHARES TR 28,405.0 $3.0M 1.42% +5K +20.9% $106.15 +0.9%
23 XLE SELECT SECTOR SPDR TR 41,260.0 $2.5M 1.19% +316.0 +0.8% $61.26 -7.0%
24 MMIN NEW YORK LIFE INVTS ACTIVE E 77,277.0 $1.8M 0.86% +20K +34.1% $23.70 +1.4%
25 ATO ATMOS ENERGY CORP Utilities 8,944.0 $1.7M 0.78% +65.0 +0.7% $184.71 -6.3%
26 NEE NEXTERA ENERGY INC Utilities 17,401.0 $1.6M 0.76% +206.0 +1.2% $92.88 -5.3%
27 NOC NORTHROP GRUMMAN CORP Industrials 2,229.0 $1.5M 0.71% +27.0 +1.2% $682.20 -18.3%
28 ABBV ABBVIE INC Healthcare 6,905.0 $1.5M 0.71% +47.0 +0.7% $217.48 +0.5%
29 KR KROGER CO Consumer Defensive 20,015.0 $1.4M 0.68% +363.0 +1.9% $72.36 -11.9%
30 AMGN AMGEN INC Healthcare 3,984.0 $1.4M 0.66% +24.0 +0.6% $351.82 -4.3%
31 BUNGE GLOBAL SA 10,772.0 $1.4M 0.65% +228.0 +2.2% $127.20
32 MSFT MICROSOFT CORP Technology 3,595.0 $1.3M 0.63% +122.0 +3.5% $370.14 +15.7%
33 NIM NUVEEN SELECT MAT MUN FD Financial Services 137,216.0 $1.3M 0.61% +14K +11.8% $9.45 -1.5%
34 JMUB J P MORGAN EXCHANGE TRADED F 25,883.0 $1.3M 0.61% +9K +56.4% $49.99 +0.8%
35 THG HANOVER INS GROUP INC Financial Services 7,173.0 $1.2M 0.58% +474.0 +7.1% $173.34 +8.9%
36 MTB M & T BK CORP Financial Services 5,748.0 $1.2M 0.56% +271.0 +5.0% $206.71 +3.5%
37 UNP UNION PAC CORP Industrials 4,810.0 $1.2M 0.55% +277.0 +6.1% $242.61 +10.7%
38 SHYD VANECK ETF TRUST 50,042.0 $1.1M 0.53% +10K +25.2% $22.65 +0.3%
39 DUK DUKE ENERGY CORP NEW Utilities 8,519.0 $1.1M 0.53% +577.0 +7.3% $130.93 -5.1%
40 AXS AXIS CAP HLDGS LTD Financial Services 10,855.0 $1.1M 0.52% +413.0 +4.0% $101.40 -4.9%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.1%
Utilities 18.7%
Industrials 17.7%
Consumer Defensive 10.1%
Healthcare 8.8%
Communication Services 6.0%
Technology 4.9%
Consumer Cyclical 1.8%